Institute For Wealth Management, Llc. Welltower Inc. Transaction History

Institute For Wealth Management, Llc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 29, 2020	SELL	$33.22 - $89.84 $82,717 - $223,701	-2,490 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$77.4 - $92.21 $176,936 - $210,792	2,286 Added 1120.59%	2,490 $204,000
Q4 2019 Jan 27, 2020	SELL	$77.4 - $92.21 $168,886 - $201,202	-2,182 Reduced 91.45%	204 $204,000
Q3 2019 Oct 28, 2019	SELL	$81.74 - $92.46 $18,636 - $21,080	-228 Reduced 8.72%	2,386 $216,000
Q2 2019 Aug 02, 2019	BUY	$71.76 - $84.63 $187,580 - $221,222	2,614 New	2,614 $213,000

1,230

593M

1.09M

2.06M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $71.1B
Description
Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...

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